Plan Snapshot
- Plan Sponsor: Avaya LLC
- Sponsor EIN: 223713430
- Sponsor Address: 350 MOUNT KEMBLE AVENUE, MORRISTOWN, NJ, 07960
- Plan Type: Health & Welfare
- Plan Number: 552
- Total Participants: 0
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $8.8M | $133,062 | $0 |
| 2023 | 0 | $9.0M | $257,985 | $0 |
| 2022 | 0 | $8.5M | $193,381 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VIABENEFITS | Recordkeeper | $50,410 | — | $50,410 |
| ADP | Other Service Provider | $46,995 | — | $46,995 |
| AON CONSULTING INC. | Recordkeeper | $26,597 | — | $26,597 |
| CROWE LLP | Other Service Provider | $21,793 | — | $21,793 |
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | $13,469 | — | $13,469 |
| THE BNY MELLON | Other Service Provider | $6,051 | — | $6,051 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VIABENEFITS — Recordkeeper
- AON CONSULTING INC. — Recordkeeper
- SAGEVIEW ADVISORY GROUP LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,315
- Estimated Expense Ratio: 1.871% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $237,973 | $23,488 | — | $21,793 | — |
| 2023 | $308,832 | $22,699 | — | — | — |
| 2022 | $94,730 | — | $14,725 | — | $80,005 |